Edward David Dipietro

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1995 → Present
  Scharf Group
  Philadelphia, PA
• 03/2011 → 07/2025
  Next Financial Group Inc
  Philadelphia, PA
• 07/2025 → Present
  Lpl Financial Llc
  Gilbertsville, PA

Previous Registrations

• 2011-03-31 → 2025-07-10
  Next Financial Group, Inc.
  Radnor, PA
  Gilbertsville, PA
• 2007-12-21 → 2011-03-31
  Cumberland Brokerage Corporation
  Philadelphia, PA
  Ardmore, PA

Other Businesses

1. 07/10/2025- Scharf Group LLC- Non-Variable Insurance-INV Related- At Reported Business Location(s)- Start date 03/31/2011- 40 Hours Per Month- 40 Hours During Trading 2. 07/10/2025-ENJ Enterprises LLC- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 09/11/2019 3. 07/10/2025- Scharf Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 02/01/1995- 160 Hours Per Month- 160 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-01-10
• S63 Uniform Securities Agent State Law Examination
  1993-12-22